The unfair advantage for independent RIAs
Triple your AUM. Keep your independence.
We're the AI-native growth partner for RIAs who refuse to settle for legacy platforms, PE pressure, or doing it alone.
Orion, Envestnet, and the PE-backed giants don't return your calls. You're revenue, not a relationship.
Robo-portfolios and chatbot support aren't going to cut it. Your clients deserve better than a template.
PE aggregators want your book, not your success. Every "partnership" comes with a leash.
Tell us about your firm, map your ideal tech stack, and get a personalized platform recommendation — built for you.
95+ solutions mapped across 31 categories with zero vendor influence. Powered by UX Wealth Partners.
Explore Full AdvisorGPS Tool →Blend AI-optimized strategies with your own models — personalized for every client, managed in real-time. 100+ SMAs and AI-driven UMAs, automated rebalancing, and tax optimization in a single sleeve.
Trade execution, rebalancing, billing, fee collection, performance reporting, client portal — all handled by named contacts. Not ticket queues. ~40 bps saved annually through superior execution alone.
Schwab, Altruist, Interactive Brokers, Apex — five custodians, one dashboard. No forced migrations, no lost deals. Never lose a prospect to platform friction again.
We implement full AI automation across your practice, overhaul your brand and website, automate your social media, and bring tech strategy — so you can focus on clients. No CTO salary required.
14 institutional-grade managers. 100+ live models. Strategic, tactical, AI-driven, and custom — all on one platform with real-time intelligence to navigate changing conditions as they happen.
And the advisor? They're not a sailor anymore. They're the Admiral.
Build your own models with full control — ETFs, stocks, bonds. Automated trading, billing, and reporting.
Core exposure. BlackRock, Vanguard, Stonebridge. Low turnover, risk-aligned, buy-and-hold.
Alpha-seeking. Thor, Scarecrow, Nationwide IOVA. Active risk management, higher turnover.
Ai Funds, Qraft, StockSnips, STRATxAI. Bayesian learning, deep learning, institutional-grade AI.
Filter by strategy type to explore our manager lineup
Every component of trading, billing, reporting, and risk profiling — delivered through our platform with institutional-grade partners. No vendor lock-in. Just institutional-grade infrastructure purpose-built for independent RIAs.
Institutional-grade trade execution with direct market access, intelligent order routing, and Bloomberg OMS/EMS connectivity. Multi-custodial, rules-based, and fully automated.
Purpose-built for independent RIAs. AUM-based, flat-fee, tiered, blended — calculated, collected, and reconciled automatically. Done by the 5th. Every month. No exceptions.
Custom, advisor-branded performance reporting delivered in the cloud — real-time. Composite and GIPS-compliant reporting built in, not bolted on. Your brand. Your data.
Conversational risk tolerance assessment, portfolio X-ray analysis, gap detection, and stress testing — all in one standalone platform. Try risk profiling free →
FOUR CAPABILITIES INTEGRATED PLATFORM • FOUR ENGINES • SEAMLESSLY INTEGRATED • FULL LIFECYCLE CONTROLnbsp;• ONE PLATFORM INTEGRATED PLATFORM • FOUR ENGINES • SEAMLESSLY INTEGRATED • FULL LIFECYCLE CONTROLnbsp;• SEAMLESSLY INTEGRATED INTEGRATED PLATFORM • FOUR ENGINES • SEAMLESSLY INTEGRATED • FULL LIFECYCLE CONTROLnbsp;• FULL LIFECYCLE CONTROL
Independent, third-party verified across all held orders.
Source: S3 Matching Technologies / Charles Schwab Execution Quality Report — Q3 2025
29–47% below industry average — with more services included.
Better investment management. Better service. Better price.
Our sweet spot is $10M–$150M, but we partner with firms well beyond that — with custom solutions built around how you actually operate.
You want to 2–3x your business in the next 3–5 years — and you want a partner invested in that outcome.
You're not looking to sell to PE. You're building something lasting for your clients and your family.
You want better investment outcomes for your clients, not just cheaper ops for yourself.
We learn your business, goals, investment philosophy, and current pain points.
Tailored partnership with transparent pricing and a clear growth roadmap.
We handle migrations, setup, and training. Zero disruption to your clients. Go live in days, not months.
Regular strategy reviews, growth check-ins, and continuous platform improvements.
Real firms. Real numbers. Real growth. Here's what happens when independent RIAs partner with UX Wealth.
After acquiring another firm, this Northern California RIA found itself overpaying on a legacy TAMP with no ability to create custom UMAs or use AI-powered models. They needed a partner that could fuel their growth — not hold it back.
After breaking away from a broker dealer in 2021 to serve the physician community, this $75M RIA found their prior TAMP couldn't keep up. 72-hour trade SLAs were costing clients hundreds of thousands in losses and missed opportunities — and billing required manual work that didn't arrive until mid-month.
This $75M corporate RIA with 1,200+ accounts and five firms under its umbrella was stuck on an outdated TAMP — no custom branding per advisor, no custom blended models, no multi-custodial billing at scale, and a cost structure that killed their margins.
The days of calling an 800 number are over. Your dedicated team knows your firm, your clients, and your goals — because they're invested in your success.
A named contact who knows your practice inside and out. Direct line, direct answers, no runaround.
Live webinars, on-demand videos, workshops, and one-on-one training to keep you and your team sharp.
Direct access to our Chief Investment Officer for strategy discussions, model questions, and market outlook.
Real humans, real-time. Our support team is available when you need them — not when a chatbot feels like it.
White-glove migrations with zero client disruption. We handle the paperwork, transfers, and setup. Go live in days, not months.
Quarterly reviews, platform updates, growth strategy sessions, and continuous improvement to keep you ahead.
UX Wealth Partners launches Xperience — the most advanced platform designed specifically for independent RIAs. Institutional trade execution, automated billing, and performance reporting capabilities now live.
UX Wealth's Co-Founder & CEO recognized as one of ten innovators and influencers set to transform the financial services industry.
UX Wealth supercharges advisor growth with direct indexing — tax-loss harvesting, personalized portfolios, and institutional execution at any AUM level.
UX Wealth creates an exclusive partnership with MyStockDNA, bringing values-based and personalized portfolio analytics to every advisor on the platform.
UX Wealth Partners featured on the Behind the Ticker podcast — breaking down the future of TAMP technology, advisor independence, and AI-native operations.
UX Wealth Partners profiled in the America's Best TAMPs 2024 report, highlighting innovation, pricing, and advisor satisfaction.
7200 S Alton Way, Suite A-250
Centennial, CO 80112
Mon – Fri, 8am – 6pm MT
Hey! I'm the UX Wealth concierge — I know everything about our platform, pricing, and how we help RIAs grow. Ask me anything.
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